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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,479 | $71,873+12.0% | $86,698-7.2% | $68,490+17.5% |
| Participation rate | 78.8% | 72.2%+6.5pp | 76.6%+2.2pp | 67.9%+10.9pp |
| Annual return | -9.92% | 3.54%-13.5pp | 35.96%-45.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $2,945 | $2,173+35.5% | $2,837+3.8% | $2,597+13.4% |
| Participant deferral / active EE | $4,063 | $3,779+7.5% | $4,656-12.7% | $4,028+0.9% |
| Admin fee / account holder | $7,779 | $6,110+27.3% | $7,492+3.8% | $5,403+44.0% |